BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$55.7M
3
+$35.9M
4
CVX icon
Chevron
CVX
+$34.1M
5
C icon
Citigroup
C
+$32.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.54%
2 Healthcare 13.86%
3 Technology 10.04%
4 Energy 9.94%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$373K 0.02%
+5,638
352
$372K 0.02%
+2,450
353
$367K 0.02%
+51,787
354
$365K 0.02%
+17,599
355
$365K 0.02%
+20,950
356
$361K 0.02%
+7,905
357
$358K 0.02%
+44,307
358
$358K 0.02%
+7,450
359
$358K 0.02%
+24,509
360
$358K 0.02%
+1,264
361
$353K 0.02%
+2,980
362
$347K 0.02%
+19,845
363
$346K 0.02%
+4,429
364
$346K 0.02%
+17,883
365
$345K 0.02%
+37,399
366
$344K 0.02%
+19,684
367
$343K 0.02%
+3,250
368
$340K 0.02%
+19,543
369
$340K 0.02%
+6,591
370
$335K 0.02%
+9,463
371
$334K 0.02%
+14,202
372
$333K 0.02%
+10,474
373
$333K 0.02%
+15,003
374
$332K 0.02%
+5,643
375
$325K 0.02%
+4,303
13 14
15
16 17